Further updates to permissions have been made after this article is published.
Permission changes is happening on 2 December 2024 and there will be changes to some users permission access.
Please refer to this article for the latest updates.
The information below may not be up to date.
In October 2024
Most permission access will be renamed with no changes in access rights.
Viewer All Users will gain additional view-only access to Shared Test Account and list of users.
Viewer Basic Users will have no access to financial data.
(Previously, the changes were scheduled for August 26, 2024. It is now rescheduled to October 2024 to give you more time to prepare for the changes)
New Permission Structure to Support Safe Collaboration
We’ve recently announced that we will be making some exciting enhancements to user permissions. The changes will allow more flexibility and granularity when setting users' permissions.
Learn more about the New Permission Structure here.
What is Changing?
The table below offers a breakdown of current Access Types, their new names as User types and the changes that will be made to each existing Access Type. The changes are expected to take place in September 2024. We will give you further notice before the changes are released.
Current Account Type | Renamed User Type | Change to Current Permission Access |
Admin | Admin | No change |
Editor (All Projects & People) | Admin | No change |
Editor (All Projects) | Manager | No change |
Editor (Restricted Projects) | Manager | No change |
Viewer All | Manager | User will have view-only access to the Shared Test Account and list of users. |
Viewer Basic | Contributor | User will no longer have access to Financial Data |
Timesheet Only | Contributor | No Change |
IMPORTANT: Changes in Permission Access
Additional Access: when Viewer All becomes Manager
Viewer All Users will be able to view the Shared Test Account and list of users under the Manage Tab after migrating to Manager Users.
They will not have the right to edit any information in the account.
All other permission access remains the same as their current access.
More Limited Access: when Viewer Basic becomes Contributor
Viewer Basic Users will no longer see the budget and project revenue by team on the Project Planner after Migrating to Contributor Users
All other permission access remains the same as their current access.
There will be no option to define financial permission access under the "Contributor" User Type.
When will the new permission structure be released?
It is aimed to be released in September 2024. We will make an announcement when the release date is finalized. You will be given time to prepare ahead of the release.
What Do You Need to Do?
All the user types will be updated automatically when the new permission structure is released. No action is required from you to update the permission access.
However, we encourage you to take the following steps to review your user list and consider follow-up actions if needed.
1. Plan ahead for permission access changes
Considering the above changes for Viewer All and Viewer Basic users, you may want to upgrade or downgrade their current permission types BEFORE the new permission structure is released.
2. Review your list of Users
From Runn
You can review your list of users by going to Manage > Users
Export the list of Users via the CSV Tool
Go to Settings > CSV
Click on Users and Permissions Tab
Expand Update Permissions
Click Download Existing Permissions CSV
3. Consider whether you need to change users' permission type in advance
Viewer All Users
If your current Viewer All Users are allowed to view the Shared Test Account and list of users, no action is required.
However, if
You DON'T want to let your current Viewer All users view your Shared Test Account or the list of users
You can change their permission level to Viewer Basic before the new permission structure is released.
That way, they will be automatically migrated to the Contributor User Type:
Retaining Current Access: They can continue to view the Project and People Planners, edit their own timesheets, edit their own personal details and view people and projects (within the planner).
They will lose view access to Project or People Dashboards, Reports, Company-wide details such as Clients, Rate Cards, Roles, Tags, Teams, Skills and Project templates under the Manage Tab.
Viewer Basic Users
If your current Viewer Basic Users don't need to see any financial information, no action is required.
However, if
You NEED your Viewer Basic User to view the budget and project revenue by team on the Project Planner
You can change their permission level to Viewer All before the new permission structure is released.
That way, they will be automatically migrated to the Manager User Type with View-only access:
Retaining Current Access: They can view the Project and People Planner with financial information
They will gain additional view-only access to:
Project and People Dashboards
Reports
Company-wide details such as Clients, Rate Cards, Roles, Tags, Teams, Skills and Project templates under the Manage Tab
Account Settings, Public Holidays, Activity Log
They cannot Edit, Create or Delete any projects, people or properties in Runn
Under the new permission structure, you cannot configure the Viewer users to have the exact same access as they currently do.
We encourage you to review your list of Viewer All and Viewer Basic Users and decide whether you want to give them additional access or limit their access.
4. Change users' permission type in advance if needed
We will give you notice prior to the launch of the new permission structure. However, we encourage you to start the discussion internally and adjust people's permission levels sooner so you can have ample time to manage the change within your organization.
How to change users' permissions?
You can change users' permissions either in Runn or via our CSV Tool if you need to change the permissions of multiple users at once. Check out these help articles to learn more:
Need Help?
We’re here to assist you with any questions or concerns you may have. Please don’t hesitate to reach out to our support team at help@runn.io or the in-app message box if you need further guidance.